True Wealth Design
EVEX icon

True Wealth Design’s Eve Holding EVEX Stock Holding History

True Wealth Design’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47 Sell
24
-491
-95% -$1.17K ﹤0.01% 2514
2026
Q2 		$1.29K Buy
515
+460
+836% +$1.32K ﹤0.01% 1883
2026
Q1 		$137 Sell
55
-105
-66% -$359 ﹤0.01% 2409
2025
Q4 		$639 Buy
160
+10
+7% +$44 ﹤0.01% 1870
2025
Q3 		$572 Sell
150
-13
-8% -$69 ﹤0.01% 1962
2025
Q2 		$1.12K Buy
163
+134
+462% +$597 ﹤0.01% 1423
2025
Q1 		$97 Buy
+29
New +$125 ﹤0.01% 2204

Other funds holding EVEX

Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Elyxium Wealth
Elyxium Wealth San Mateo, California $989M AUM 34.28% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

True Wealth Design's EVEX Position: Q3 2026 in Review

True Wealth Design reduced its Eve Holding (EVEX) stake by 95% in Q3 2026, selling an estimated $1.17K and leaving 24 shares worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

True Wealth Design first reported a position in EVEX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.29K in Q2 2026. 18 funds tracked by Wall St. Rank hold EVEX as of Q3 2026.

  • True Wealth Design held 24 shares of Eve Holding worth $47 as of Q3 2026.
  • True Wealth Design sold 491 Eve Holding shares in Q3 2026, an estimated $1.17K.
  • Eve Holding made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2514 holding.
  • True Wealth Design first reported a position in Eve Holding in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Eve Holding position peaked at $1.29K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Eve Holding as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.